What is a Workflow?
Lindy’s assistant handles your inbox, meetings, and calendar out of the box. Workflows go further: you build your own automations for anything else, like lead enrichment, support bots, document processing, and more.How to Create a Workflow
Open the New Workflow menu
In the top left of your Lindy dashboard, click the chevron (▾) next to + New chat to open the dropdown. Select New workflow.
Choose a template or start from scratch
You’ll see a modal with popular templates like Meeting Notetaker, Lead Generator, and Email Responder. Pick one to get started quickly, or click Start from scratch to build your own from a blank canvas.
Add a trigger
You’re now in the flow editor. Start by adding a trigger: the event that wakes up your agent and kicks off the workflow. Click the plus sign or right-click on the canvas and select “Add Trigger.”Common triggers: new email received, new calendar event, scheduled time, chat message, webhook, and more.
Add actions and configure your workflow
After your trigger, add actions: the steps your agent takes in response. Connect integrations, add conditions for branching logic, or use agent steps for tasks that need AI reasoning.
Activate your workflow
Once your workflow is ready, toggle it on. It will start running automatically whenever the trigger fires. You can monitor runs in the Tasks view.
What’s Next
Triggers
Learn about all the events that can start a workflow
Actions
Discover what your agents can do
Conditions
Add branching logic to your workflows
Templates
Browse pre-built agent templates